BLACK BRIDGE ADVISORS, LLC

RIASEC Registered
Total AUM
$29M
Discretionary
$29M
100% of AUM
Avg account
$580K
Accounts
50
Employees
1
Advisory reps
1

Firm details

Headquarters
WOODS CROSS, Utah
CRD number
330047
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals77.87%
  • HNWI22.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Black Bridge Advisors, LLC is a small independent registered investment adviser focused on providing financial planning and discretionary portfolio management to individuals, families and small businesses. The firm appears to favor pooled vehicles and third‑party managers over direct security selection: its reported asset mix is concentrated in public mutual funds and similar public pooled funds, and it supplements those positions with fixed‑income instruments and insurance products when appropriate. Services are delivered under a mix of fee arrangements — percentage of assets under management, hourly and fixed fees — which allows flexibility for one‑off planning work as well as ongoing advisory relationships. The firm’s activity profile indicates it acts as an investment manager for both individuals and business entities and has relationships that include serving as an adviser or sponsor and as a general partner or managing member of pooled vehicles. Black Bridge Advisors, LLC is not marked as an ESG‑focused manager and operates as a single‑state adviser per its reported filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 6%, Cash & Cash Equivalents 3%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • MATT JOHNS

    Managing PartnerCRD 5837970

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WOODS CROSS, UT

DAVIS

Location

WOODS CROSS, UT

Headquartered in WOODS CROSS, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
DAVIS
Address
2262 S 1200 W
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth